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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
CPCP
6976
Cedar Point Capital Partners
Iowa
$174M +$19.9M +13% 10.1% 78 10.26%
MCM
6977
MontVue Capital Management
Virginia
$174M +$27M +18% 15.5% 78 14.1%
MEAC
6978
M.E. Allison & Co
Texas
$174M +$22.9M +15% 18.3% 205 10.73%
CTFG
6979
Capstone Triton Financial Group
Oklahoma
$174M +$116M +203% 30.9% 129 75.19%
MW
6980
Melia Wealth
Oklahoma
$174M -$32.9M -16% 2.8% 23 4.35%
SF
6981
Strategent Financial
Virginia
$174M +$26.4M +18% 14.3% 41 0%
LW
6982
Livet Wealth
Utah
$173M +$16.1M +10% 9.25% 131 17.56%
EP
6983
Ehrenkranz Partners
New York
$173M +$46.8M +37% 25.1% 54 22.22%
PAM
6984
PVG Asset Management
Colorado
$173M +$3.83M +2% 37.6% 139 15.11%
NIM
6985
Natixis Investment Managers
Massachusetts
$173M +$96.3M +125% 2.43% 4 50%
SFP
6986
SwitchPoint Financial Planning
Utah
$173M +$25.7M +17% 11.8% 72 12.5%
C
6987
Covestor
United Kingdom
$173M +$28.8M +20% 27.7% 136% 2,923 7.29%
SHF
6988
Stage Harbor Financial
Massachusetts
$173M +$22.3M +15% 10.9% 66 10.61%
AIFAIM
6989
American Institute for Advanced Investment Management
Arizona
$173M +$18.7M +12% 14.6% 72.8% 162 7.41%
GWA
6990
Gutierrez Wealth Advisory
Arkansas
$173M +$12.1M +8% 11.7% 73 8.22%
KCIC
6991
Kuhn & Co Investment Counsel
Illinois
$173M +$17.8M +11% 15.6% 155 12.26%
TA
6992
Teton Advisors
New York
$173M +$30.8M +22% 41.5% 139% 163 9.82%
CAM
6993
Concorde Asset Management
Michigan
$173M -$31.1M -15% 22.1% 231 44.59%
AWA
6994
Archvest Wealth Advisors
California
$173M +$17.8M +12% 11.3% 47.8% 81 18.52%
HFS
6995
Hopwood Financial Services
Virginia
$173M +$24.3M +16% 12.8% 92 9.78%
GFG
6996
Grantvest Financial Group
New Jersey
$173M +$18.1M +12% 10.2% 194 16.49%
DWM
6997
DeLarme Wealth Management
California
$172M +$17.2M +11% 8.56% 69 10.14%
DAM
6998
Doheny Asset Management
California
$172M +$19M +12% 15.6% 135% 65 13.85%
FC
6999
Fundamenta Capital
$172M +$70.6M +69% 2.01% 16 62.5%
SMH
7000
Sanders Morris Harris
Texas
$172M -$458M -73% 9.11% 83.1% 303 77.23%